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Process Builder for New Lead/ Opportunity Import

Process Builder in Fortix is a powerful automation function to help automate a process to send an email or trigger some action within Fortix automatically. It is like the glue you would need to put certain steps together.

After completing a marketing campaign, a list of new prospects or leads might exist that needs to be imported into your Fortix system. The process builder in Fortix is used to assign values to certain fields in Fortix so that your leads are managed in an organised way.

Importing this type of list into Fortix is a four-step process:

  1. Setting up the Process Builder - Process Builder in Fortix is a powerful automation function to help automate a process to send an email or trigger some action within Fortix automatically. It is like the glue you would need to put certain steps together.
  2. Setting the marketing/campaign parameters
  3. Formatting the data
  4. Importing the data

This article explains how to build the process to automate the assignment of field values when importing New Leads into your Fortix system

Process Builder page can be accessed through the Setup Menu. Click the gear icon and find Process Builder under AUTOMATION.

The address bar link is : /?processes

The Process Builder page opens with a list of current available PROCESSES. Click Add New to add the assign to Owner and Status value Process.

Complete the ADD NEW PROCESS form. Click the drop-down arrow on the Process Type field and select Marketing. If the Process Type is not available, click the notebook to add the correct Process Type.

Process Builder - Profile Fortix - Google Chrome

Click the Plus sign to add the required Process Type for this process. Click SAVE to continue.

Process Builder - Profile Fortix - Google Chrome

More than one Step can be added to a Process. Complete the Step Details with a Unique Name per step. Click SAVE to continue.

Process Builder - Profile Fortix - Google Chrome

The ADD NEW ACTION FORM opens. Click the down arrow in the Do Action field. Select "Opportunity - Update Owner"

In this example, we are assigning the "Admin" Owner to all the New Imported Lead / Opportunities.

Process Builder - Profile Fortix - Google Chrome

In this example, we are assigning the "Admin" Owner to all the New Imported Lead / Opportunities.

Click the down arrow int he Set Owner To field and select Selected User. Then search for the "Owner" of the imported leads/opportunities. Click SAVE to continue.

Process Builder - Profile Fortix - Google Chrome

In the ADD NEW ACTION FORM  add another step. Click the down arrow in the Do Action field. Select "Opportunity - Update Status"

In this example, we are assigning the "New" Status to all the New Imported Lead / Opportunities.

Process Builder - Profile Fortix - Google Chrome

In this example, we are assigning the "New" Status to all the New Imported Lead / Opportunities.

Click the down arrow in the Change Opportunity Status To field and select New. Click SAVE to continue.

Process Builder - Profile Fortix - Google Chrome

Two steps has been added to our Process.

Process Builder - Profile Fortix - Google Chrome

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